VP of Operations (New York City Metropolitan Area)

A Financial Service Firm based in New York City is seeking an experienced operations professional to join their team as VP of Operations.

Responsibilities:

• Oversee and support trade processing, funding, and settlement across lending and credit investments.
• Manage transaction booking, investment records, position updates, cash activity, and security reference data to ensure accurate reporting.
• Investigate and resolve trade, settlement, position, cash, and reconciliation discrepancies, coordinating with internal teams and external service providers.
• Support the establishment of new investment entities, bank and custody account openings, and related onboarding and KYC/AML requirements.
• Prepare, review, and approve periodic reconciliations between internal records and external providers, ensuring discrepancies are addressed promptly.
• Maintain operational procedures, supporting documentation, controls, and escalation practices.
• Train and mentor junior operations professionals, provide daily guidance, and remain actively involved in the team’s workload.
• Partner with investment, accounting, treasury, legal, and technology teams to support transactions and address operational needs.
• Identify operational risks and process gaps, take ownership of corrective actions, and follow issues through resolution.
• Improve workflows through technology, automation, and other tools that enhance efficiency and accuracy.
• Support the introduction of new systems, investment products, counterparties, and operating procedures.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 7+ years of investment operations experience within private credit, real estate lending, alternative investments, or a comparable financial services environment.
• Strong knowledge of the investment transaction lifecycle, including trade booking, funding, settlement, position maintenance, cash movements, and reconciliations.
• Experience supporting loan investments and credit products; familiarity with structured investments and financing arrangements preferred.
• Ability to work independently, prioritize competing demands, and resolve complex operational issues from initial investigation through completion.
• Experience training, mentoring, or overseeing junior professionals, with the ability to assume additional leadership responsibilities.